ducovest

EVRG:NSD-Evergy Inc. Common Stock (USD)

COMMON STOCK | Utilities - Regulated Electric |

Last Closing

USD 57.71

Change

+0.50 (+0.87)%

Market Cap

USD 12.93B

Volume

1.43M

Analyst Target

USD 64.67
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-30 )

Largest Industry Peers for Utilities - Regulated Electric

Symbol Name Price(Change) Market Cap
AEP American Electric Power Co Inc

N/A

 USD 54.30B
LNT Alliant Energy Corp

N/A

 USD 14.95B
MGEE MGE Energy Inc

N/A

 USD 3.14B
VIASP Via Renewables Inc

N/A

 N/A
EXC Exelon Corporation

N/A

 N/A
NWE NorthWestern Corporation

N/A

 N/A
XEL Xcel Energy Inc

N/A

 N/A

ETFs Containing EVRG

HUTL:CA Harvest Equal Weight Glob.. 3.46 % 0.00 %

N/A

 CAD 0.23B
LQAI Exchange Listed Funds Tru.. 2.63 % 0.00 %

N/A

 USD 4.23M
INCM:AU BetaShares Global Income .. 1.67 % 0.00 %

N/A

 USD 0.03B
DIVG Invesco Exchange-Traded F.. 1.53 % 0.00 %

N/A

 USD 2.87M
UMI:CA CI U.S. MidCap Dividend I.. 0.88 % 0.41 %

N/A

 CAD 0.02B
DON WisdomTree U.S. MidCap Di.. 0.00 % 0.38 %

N/A

 N/A
FXU First Trust Utilities Alp.. 0.00 % 0.63 %

N/A

 N/A
IDU iShares U.S. Utilities ET.. 0.00 % 0.43 %

N/A

 N/A
LALT Invesco Multi-Strategy Al.. 0.00 % 0.88 %

N/A

 USD 6.53M
BOON 0.00 % 0.85 %

N/A

 N/A
ULOV:LSE 0.00 % 0.00 %

N/A

 N/A
UMI-B:CA CI WisdomTree U.S. MidCap.. 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Electric) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.56% 75% C 70% C-
Dividend Return 2.46% 75% C 68% D+
Total Return 13.02% 75% C 73% C
Trailing 12 Months  
Capital Gain -3.01% 50% F 47% F
Dividend Return 4.27% 75% C 68% D+
Total Return 1.26% 50% F 49% F
Trailing 5 Years  
Capital Gain -4.72% 43% F 48% F
Dividend Return 18.66% 100% F 76% C+
Total Return 13.94% 57% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain -3.49% 44% F 36% F
Dividend Return 0.16% 33% F 41% F
Total Return 3.65% 78% C+ 74% C
Risk Return Profile  
Volatility (Standard Deviation) 14.42% 44% F 83% B
Risk Adjusted Return 1.12% 33% F 41% F
Market Capitalization 12.93B 50% F 94% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.